Traditional contract: post occupancy evaluation - Revision history

Designing Buildings at 07:07, 5 November 2020

2020-11-05T07:07:21Z

← Older revision		Revision as of 07:07, 5 November 2020
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−		+	[[File:Project_plan_traditional_contract.jpg\|link=Traditional_contract:_outline_work_plan]]
−	[[File:~~Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract~~.jpg\|link=~~Traditional contract~~: ~~outline work plan~~]]	+

	Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies.		Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies.
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	In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved.		In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved.

−	= ~~'''~~Appointing consultants.~~'''~~ =	+	= Appointing consultants. =

	Post occupancy evaluations may be carried out by an in-house team, by members of the consultant team or independent client advisers (we attribute them below to a consultant for simplicity of presentation). However, as post occupancy evaluation is likely to take place after the main construction contract has been completed, consultant team appointments may also be completed unless post occupation services were a specific requirement of the original appointments. If such services were not a requirement of the original appointments then new appointments may be necessary.		Post occupancy evaluations may be carried out by an in-house team, by members of the consultant team or independent client advisers (we attribute them below to a consultant for simplicity of presentation). However, as post occupancy evaluation is likely to take place after the main construction contract has been completed, consultant team appointments may also be completed unless post occupation services were a specific requirement of the original appointments. If such services were not a requirement of the original appointments then new appointments may be necessary.

−	= ~~'''~~Carrying out a post project review.~~'''~~ =	+	= Carrying out a post project review. =

	A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage)		A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage)
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	The consultant considers how well the delivery of the project performed against key performance indicators and evaluates what lessons can be learned from the approach taken. They then prepare an assessment and lessons learned report for the client.		The consultant considers how well the delivery of the project performed against key performance indicators and evaluates what lessons can be learned from the approach taken. They then prepare an assessment and lessons learned report for the client.

−	= ~~'''~~Assessing performance in use.~~'''~~ =	+	= Assessing performance in use. =

	Performance in use assessments cannot begin until 6 to 12 months after occupation, as operations may not be properly established and the building will not have operated in all seasons. It may then be part of a continuous process.		Performance in use assessments cannot begin until 6 to 12 months after occupation, as operations may not be properly established and the building will not have operated in all seasons. It may then be part of a continuous process.
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	The consultant carries out evaluations of business objectives, which may include:		The consultant carries out evaluations of business objectives, which may include:
−	*The achievement of business case objectives.	+
−	*Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).	+	* The achievement of business case objectives.
−	*Whether the project continues to comply with the business strategy.	+	* Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).
−	*Whether operations have improved.	+	* Whether the project continues to comply with the business strategy.
−	*The resilience of the development and business to change.	+	* Whether operations have improved.
−	*Business and user satisfaction (including staff and user retention and motivation).	+	* The resilience of the development and business to change.
		+	* Business and user satisfaction (including staff and user retention and motivation).

	The consultant carries out evaluations of the design, which may include:		The consultant carries out evaluations of the design, which may include:
−	*The effectiveness of the space planning.	+
−	*Aesthetic quality.	+	* The effectiveness of the space planning.
−	*The standards of lighting, acoustic environment, ventilation, temperature and humidity.	+	* Aesthetic quality.
−	*Air-pollution and air quality.	+	* The standards of lighting, acoustic environment, ventilation, temperature and humidity.
−	*User comfort.	+	* Air-pollution and air quality.
−	*Maintenance and occupancy costs.	+	* User comfort.
−	*Defects.	+	* Maintenance and occupancy costs.
−	*The balance between capital and running costs.	+	* Defects.
−	*An assessment of whether the development is being operated as designed.	+	* The balance between capital and running costs.
−	*Environmental performance and energy consumption in use.	+	* An assessment of whether the development is being operated as designed.
		+	* Environmental performance and energy consumption in use.

	The consultant prepares a report that:		The consultant prepares a report that:
−	*Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).
−	*Compares findings to other projects and industry standards.
−	*Compares the outcome of the project with the position had the project not taken place.
−	*Identifies issues and recommends remedies.
−	*Makes recommendations for improvements in performance for future projects.

−	~~Other services that could~~ be ~~provided by consultants~~ during ~~this period might include: providing advice on letting, rating, maintenance, energy consumption, insurance, tenants queries, facilities management~~, the ~~production~~ of ~~energy performance certificates, BREEAM assessments,~~ the ~~preparation of tender documents~~ for ~~maintenance and operation contracts and so on~~.	+	* Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).
		+	* Compares findings to other projects and industry standards.
		+	* Compares the outcome of the project with the position had the project not taken place.
		+	* Identifies issues and recommends remedies.
		+	* Makes recommendations for improvements in performance for future projects.

−	~~----~~	+	Other services that could be provided by consultants during this period might include: providing advice on letting, rating, maintenance, energy consumption, insurance, tenants queries, facilities management, the production of energy performance certificates, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.

−	⇒ [[~~Traditional%20contract%3A%20outline%20work%20plan~~\|outline plan]] \| [[~~Traditional%20contract%3A%20occupation%20and%20defects%20liability%20period~~\|previous stage]]	+	-----
		+	⇒ [[Traditional_contract:_outline_work_plan\|outline plan]] \| [[Traditional_contract:_occupation_and_defects_liability_period\|previous stage]]

−	[[Category:Traditional_contract]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Traditional_contract]]

Designing Buildings at 14:20, 16 September 2015

2015-09-16T14:20:44Z

Designing Buildings: Removed protection from "Traditional contract: post occupancy evaluation"

2015-06-25T12:50:51Z

Removed protection from "Traditional contract: post occupancy evaluation"

← Older revision

Revision as of 12:50, 25 June 2015

Designing Buildings at 12:50, 25 June 2015

2015-06-25T12:50:35Z

← Older revision		Revision as of 12:50, 25 June 2015
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−	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=~~Traditional_contract~~:~~_outline_work_plan~~]]Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies. In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved. We attribute activities in this stage to a 'consultant', but they may be carried out by an in-house team.	+	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional contract: outline work plan]]

−	~~----~~	+	Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies.

−	~~⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Traditional%20contract%3A%20occupation%20and%20defects%20liability%20period\|previous stage]]~~	+	In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved.

−	~~----~~	+	= '''Appointing consultants.''' =

−	~~'''A. Appointing consultants.'''~~	+	Post occupancy evaluations may be carried out by an in-house team, by members of the consultant team or independent client advisers (we attribute them below to a consultant for simplicity of presentation). However, as post occupancy evaluation is likely to take place after the main construction contract has been completed, consultant team appointments may also be completed unless post occupation services were a specific requirement of the original appointments. If such services were not a requirement of the original appointments then new appointments may be necessary.
−	#Post occupancy evaluations may be carried out by an in-house team, or by members of the consultant team or independent client advisers (we attribute them below to a consultant for simplicity of presentation). However, as post occupancy evaluation is likely to take place after the main construction contract has been completed, consultant team appointments may also be completed unless post occupation services were a specific requirement of the original appointments. If such services were not a requirement of the original appointments then new ~~appointments or re-~~appointments may be necessary~~. Go to work stage: Traditional contract: appointment~~.	+

−	~~----~~	+	= '''Carrying out a post project review.''' =

−	~~'''B. Carrying out a~~ post project review (to evaluate the project delivery process)~~.'''~~	+	A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage)

−	NB A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage)	+	The consultant and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the stage. The client issues relevant information that may have been compiled during the design and construction phases to the consultant.
−	#The consultant and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the stage. The client issues relevant information that may have been compiled during the design and construction phases to the consultant.	+
−	~~#The consultant makes site visits to identify any issues that need to be addressed immediately.~~	+
−	~~#The consultant may establish a help-desk and rapid response team if this has not already been done by the client.~~	+
−	#The consultant monitors completion of the building owner's manual if this has not already been completed and ensures that other project documentation has been properly completed and handed over to the client (see handover to the client).	+
−	#The consultant obtains the views of contractors, designers, suppliers and the client about how well the project was managed. This may include assessments of: the quality of briefing documents; the effectiveness of communications; the performance of the entire project team; quality issues; health and safety issues; certification; variations; claims disputes; and collaborative practices.	+
−	~~#The consultant considers how well the delivery of the project performed against key performance indicators.~~	+
−	~~#The consultant evaluates what lessons can be learned from the approach taken.~~	+
−	~~#The consultant prepares an assessment and lessons learned report for the client~~.	+

−	-~~---~~	+	The consultant makes site visits to identify any issues that need to be addressed immediately. They may establish a help-desk and rapid response team if this has not already been done by the client.

−	'~~''C. Agreeing~~ the ~~procedures for assessing performance in use~~.~~'''~~	+	The consultant monitors completion of the building owner's manual if this has not already been completed and ensures that other project documentation has been properly completed and handed over to the client (see handover to the client).

−	~~NB Performance in use assessments cannot begin until at least 6 to 12 months after occupation (operations may not be properly established~~, and the ~~building will not have operated in all seasons) and then~~ may ~~be part~~ of ~~a continuous process.~~	+	The consultant obtains the views of contractors, designers, suppliers and the client about how well the project was managed. This may include assessments of: the quality of briefing documents; the effectiveness of communications; the performance of the entire project team; quality issues; health and safety issues; certification; variations; claims disputes; and collaborative practices.
−	~~#The consultant and client hold a start-up meeting to confirm~~ the ~~scope~~ of the ~~evaluation required and agree~~ the ~~reporting procedures and programme for~~ the ~~assessment. The client~~ issues ~~relevant information that may have been compiled to the consultant~~.	+

−	~~----~~	+	The consultant considers how well the delivery of the project performed against key performance indicators and evaluates what lessons can be learned from the approach taken. They then prepare an assessment and lessons learned report for the client.

−	'''D. ~~The consultant carries out evaluations of business objectives, which may include:~~'''	+	= '''Assessing performance in use.''' =
−	~~#The achievement of business case objectives.~~	+
−	~~#Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).~~	+
−	~~#Whether the project continues to comply with the business strategy.~~	+
−	~~#Whether operations have improved.~~	+
−	~~#The resilience of the development and business to change.~~	+
−	~~#Business and user satisfaction (including staff and user retention and motivation).~~	+

−	~~----~~	+	Performance in use assessments cannot begin until 6 to 12 months after occupation, as operations may not be properly established and the building will not have operated in all seasons. It may then be part of a continuous process.

−	~~'''E.~~ The consultant ~~carries out evaluations of~~ the ~~design, which may include:'''~~	+	The consultant and client hold a start-up meeting to confirm the scope of the evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled to the consultant.
−	~~#The effectiveness~~ of the ~~space planning.~~	+
−	~~#Aesthetic quality.~~	+
−	~~#The standards of lighting, acoustic environment, ventilation, temperature~~ and ~~humidity.~~	+
−	~~#Air-pollution and air quality.~~	+
−	~~#User comfort.~~	+
−	~~#Maintenance and occupancy costs.~~	+
−	~~#Defects.~~	+
−	~~#The balance between capital and running costs.~~	+
−	~~#An assessment of whether~~ the ~~development is being operated as designed.~~	+
−	~~#Environmental~~ and ~~energy consumption in use. NB Regular evaluation of energy consumption is mandatory~~ for ~~certain types of buildings under~~ the ~~Energy Performance of Buildings (Certificates and Inspections) (England and Wales) Regulations)~~. ~~See~~ the ~~article on energy certificates for more information~~.	+

−	-~~---~~	+	The consultant carries out evaluations of business objectives, which may include:
		+	*The achievement of business case objectives.
		+	*Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).
		+	*Whether the project continues to comply with the business strategy.
		+	*Whether operations have improved.
		+	*The resilience of the development and business to change.
		+	*Business and user satisfaction (including staff and user retention and motivation).

−	~~'''F.~~ The consultant ~~prepares a report that:'''~~	+	The consultant carries out evaluations of the design, which may include:
−	~~#Compares their findings to the original targets set~~ out ~~in business case (~~the ~~original targets~~ may ~~need to be updated to reflect changes to the project brief during~~ the ~~design process~~, ~~inflation etc)~~.	+	*The effectiveness of the space planning.
−	~~#Compares findings to other projects~~ and ~~industry standards~~.	+	*Aesthetic quality.
−	~~#Compares the outcome of the project with the position had the project not taken place~~.	+	*The standards of lighting, acoustic environment, ventilation, temperature and humidity.
−	~~#Identifies issues~~ and ~~recommends remedies~~.	+	*Air-pollution and air quality.
−	~~#Makes recommendations for improvements~~ in ~~performance for future projects~~.	+	*User comfort.
		+	*Maintenance and occupancy costs.
		+	*Defects.
		+	*The balance between capital and running costs.
		+	*An assessment of whether the development is being operated as designed.
		+	*Environmental and energy consumption in use.

−	NB other services that could be provided by consultants during this period might include: providing advice on letting, rating, maintenance, energy consumption, insurance, tenants queries, facilities management, the production of energy performance certificates, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.	+	The consultant prepares a report that:
		+	*Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).
		+	*Compares findings to other projects and industry standards.
		+	*Compares the outcome of the project with the position had the project not taken place.
		+	*Identifies issues and recommends remedies.
		+	*Makes recommendations for improvements in performance for future projects.
		+
		+	Other services that could be provided by consultants during this period might include: providing advice on letting, rating, maintenance, energy consumption, insurance, tenants queries, facilities management, the production of energy performance certificates, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.

	----		----

Designing Buildings at 14:17, 27 February 2014

2014-02-27T14:17:12Z

← Older revision		Revision as of 14:17, 27 February 2014
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−	[[File:Project plan traditional contract.jpg\|800x106px]]Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies. In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved. We attribute activities in this stage to a 'consultant', but they may be carried out by an in-house team.	+	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional_contract:_outline_work_plan]]Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies. In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved. We attribute activities in this stage to a 'consultant', but they may be carried out by an in-house team.

	----		----

Designing Buildings at 17:15, 26 June 2013

2013-06-26T17:15:42Z

← Older revision		Revision as of 17:15, 26 June 2013
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−	Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies. In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved. We attribute activities in this stage to a 'consultant', but they may be carried out by an in-house team.	+	[[File:Project plan traditional contract.jpg\|800x106px]]Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies. In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved. We attribute activities in this stage to a 'consultant', but they may be carried out by an in-house team.

	----		----

−	⇒ [[~~Traditional_contract:_outline_work_plan~~\|outline plan]] \| [[~~Traditional_contract:_occupation_and_defects_liability_period~~\|previous stage]]	+	⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Traditional%20contract%3A%20occupation%20and%20defects%20liability%20period\|previous stage]]

	----		----
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	----		----

−	⇒ [[~~Traditional_contract:_outline_work_plan~~\|outline plan]] \| [[~~Traditional_contract:_occupation_and_defects_liability_period~~\|previous stage]]	+	⇒ [[Traditional%20contract%3A%20outline%20work%20plan\|outline plan]] \| [[Traditional%20contract%3A%20occupation%20and%20defects%20liability%20period\|previous stage]]

	[[Category:Traditional_contract]]		[[Category:Traditional_contract]]

Designing Buildings at 16:27, 26 June 2013

2013-06-26T16:27:47Z

← Older revision		Revision as of 16:27, 26 June 2013
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−	Post occupancy evaluation (equivalent to RIBA stages L2: initial occupation services and L3: post occupation evaluation services) is the process of evaluating the development to determine how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be a requirement of some funding bodies. We describe the stage as post occupancy evaluation rather than 'initial occupation services' and 'post occupation evaluation services' to avoid the proliferation of stages. In practice, post occupancy evaluation may begin during the defects liability period.

−	~~Ideally~~ the client should commit to carrying out post occupancy evaluation at the beginning of the project so that ~~appointment agreements~~ and briefing documents can include a requirement to test whether objectives were achieved.	+	Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies. In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved. We attribute activities in this stage to a 'consultant', but they may be carried out by an in-house team.

−	~~We attribute activities in this stage to a 'consultant', but they may be carried out by an in~~-~~house team established by the client.~~	+	----

−	The detailed tasks that need to be carried out to complete this stage are presented below. They are based on the route taken on a fully-designed, traditional building contract. Work plans for other procurement routes can be found on the Designing Buildings Wiki home page.	+	⇒ [[Traditional_contract:_outline_work_plan\|outline plan]] \| [[Traditional_contract:_occupation_and_defects_liability_period\|previous stage]]
−		+
−	~~NB This article is locked to preserve the logic and continuity of the full work~~ plan~~. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.~~	+
−		+
−	~~=== Traditional contract~~: ~~post occupancy evaluation ===~~	+

	----		----

	'''A. Appointing consultants.'''		'''A. Appointing consultants.'''
−
	#Post occupancy evaluations may be carried out by an in-house team, or by members of the consultant team or independent client advisers (we attribute them below to a consultant for simplicity of presentation). However, as post occupancy evaluation is likely to take place after the main construction contract has been completed, consultant team appointments may also be completed unless post occupation services were a specific requirement of the original appointments. If such services were not a requirement of the original appointments then new appointments or re-appointments may be necessary. Go to work stage: Traditional contract: appointment.		#Post occupancy evaluations may be carried out by an in-house team, or by members of the consultant team or independent client advisers (we attribute them below to a consultant for simplicity of presentation). However, as post occupancy evaluation is likely to take place after the main construction contract has been completed, consultant team appointments may also be completed unless post occupation services were a specific requirement of the original appointments. If such services were not a requirement of the original appointments then new appointments or re-appointments may be necessary. Go to work stage: Traditional contract: appointment.

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	NB A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage)		NB A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage)
−
	#The consultant and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the stage. The client issues relevant information that may have been compiled during the design and construction phases to the consultant.		#The consultant and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the stage. The client issues relevant information that may have been compiled during the design and construction phases to the consultant.
	#The consultant makes site visits to identify any issues that need to be addressed immediately.		#The consultant makes site visits to identify any issues that need to be addressed immediately.
Line 37:		Line 30:

	NB Performance in use assessments cannot begin until at least 6 to 12 months after occupation (operations may not be properly established, and the building will not have operated in all seasons) and then may be part of a continuous process.		NB Performance in use assessments cannot begin until at least 6 to 12 months after occupation (operations may not be properly established, and the building will not have operated in all seasons) and then may be part of a continuous process.
−
	#The consultant and client hold a start-up meeting to confirm the scope of the evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled to the consultant.		#The consultant and client hold a start-up meeting to confirm the scope of the evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled to the consultant.

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	'''D. The consultant carries out evaluations of business objectives, which may include:'''		'''D. The consultant carries out evaluations of business objectives, which may include:'''
−
	#The achievement of business case objectives.		#The achievement of business case objectives.
	#Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).		#Whole-life costs and benefits against those forecast (including assessment of capital vs running costs).
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	'''E. The consultant carries out evaluations of the design, which may include:'''		'''E. The consultant carries out evaluations of the design, which may include:'''
−
	#The effectiveness of the space planning.		#The effectiveness of the space planning.
	#Aesthetic quality.		#Aesthetic quality.
Line 69:		Line 59:

	'''F. The consultant prepares a report that:'''		'''F. The consultant prepares a report that:'''
−
	#Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).		#Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).
	#Compares findings to other projects and industry standards.		#Compares findings to other projects and industry standards.
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	----		----

−	*Return to: Traditional contract: outline ~~work~~ plan.	+	⇒ [[Traditional_contract:_outline_work_plan\|outline plan]] \| [[Traditional_contract:_occupation_and_defects_liability_period\|previous stage]]
−	*Previous stage~~: Traditional contract: occupation and defects liability period.~~	+

	[[Category:Traditional_contract]]		[[Category:Traditional_contract]]

Designing Buildings at 07:22, 17 October 2012

2012-10-17T07:22:36Z

← Older revision		Revision as of 07:22, 17 October 2012
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−	Post occupancy evaluation (equivalent to RIBA stages L2: initial occupation services and L3: post occupation evaluation services) is the process of evaluating the development ~~in use~~ to determine how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be a requirement of some funding bodies. We describe the stage as post occupancy evaluation rather than 'initial occupation services' and 'post occupation evaluation services' to avoid the proliferation of stages. In practice, post occupancy evaluation may begin during the defects liability period.	+	Post occupancy evaluation (equivalent to RIBA stages L2: initial occupation services and L3: post occupation evaluation services) is the process of evaluating the development to determine how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. Post occupancy evaluation can be particularly valuable to repeat developers and may be a requirement of some funding bodies. We describe the stage as post occupancy evaluation rather than 'initial occupation services' and 'post occupation evaluation services' to avoid the proliferation of stages. In practice, post occupancy evaluation may begin during the defects liability period.

	Ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointment agreements and briefing documents can include a requirement to test whether objectives were achieved.		Ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointment agreements and briefing documents can include a requirement to test whether objectives were achieved.

Designing Buildings at 16:25, 8 February 2012

2012-02-08T16:25:26Z

Designing Buildings at 10:52, 7 February 2012

2012-02-07T10:52:47Z

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← Older revision		Revision as of 14:20, 16 September 2015
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	[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional contract: outline work plan]]		[[File:Project plan traditional contract.jpg\|800x106px\|alt=Project plan traditional contract.jpg\|link=Traditional contract: outline work plan]]

−	Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies.	+	Post occupancy evaluation is the process determining how successful the delivery of the project was, how successful the completed development is, where there is potential for further improvement, and what lessons can be learned for future projects. It can be particularly valuable to repeat developers and may be a requirement of some funding bodies.

−	In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved.	+	In practice, post occupancy evaluation may begin during the defects liability period, and ideally the client should commit to carrying out post occupancy evaluation at the beginning of the project so that appointments and briefing documents can include a requirement to test whether objectives were achieved.

	= '''Appointing consultants.''' =		= '''Appointing consultants.''' =

−	Post occupancy evaluations may be carried out by an in-house team, by members of the consultant team or independent client advisers (we attribute them below to a consultant for simplicity of presentation). However, as post occupancy evaluation is likely to take place after the main construction contract has been completed, consultant team appointments may also be completed unless post occupation services were a specific requirement of the original appointments. If such services were not a requirement of the original appointments then new appointments may be necessary.	+	Post occupancy evaluations may be carried out by an in-house team, by members of the consultant team or independent client advisers (we attribute them below to a consultant for simplicity of presentation). However, as post occupancy evaluation is likely to take place after the main construction contract has been completed, consultant team appointments may also be completed unless post occupation services were a specific requirement of the original appointments. If such services were not a requirement of the original appointments then new appointments may be necessary.

	= '''Carrying out a post project review.''' =		= '''Carrying out a post project review.''' =
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	*Whether operations have improved.		*Whether operations have improved.
	*The resilience of the development and business to change.		*The resilience of the development and business to change.
−	*Business and user satisfaction (including staff and user retention and motivation).	+	*Business and user satisfaction (including staff and user retention and motivation).

	The consultant carries out evaluations of the design, which may include:		The consultant carries out evaluations of the design, which may include:
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	*The balance between capital and running costs.		*The balance between capital and running costs.
	*An assessment of whether the development is being operated as designed.		*An assessment of whether the development is being operated as designed.
−	*Environmental and energy consumption in use.	+	*Environmental performance and energy consumption in use.

	The consultant prepares a report that:		The consultant prepares a report that:
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	*Compares the outcome of the project with the position had the project not taken place.		*Compares the outcome of the project with the position had the project not taken place.
	*Identifies issues and recommends remedies.		*Identifies issues and recommends remedies.
−	*Makes recommendations for improvements in performance for future projects.	+	*Makes recommendations for improvements in performance for future projects.

	Other services that could be provided by consultants during this period might include: providing advice on letting, rating, maintenance, energy consumption, insurance, tenants queries, facilities management, the production of energy performance certificates, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.		Other services that could be provided by consultants during this period might include: providing advice on letting, rating, maintenance, energy consumption, insurance, tenants queries, facilities management, the production of energy performance certificates, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.

← Older revision		Revision as of 16:25, 8 February 2012
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	NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.		NB This article is locked to preserve the logic and continuity of the full work plan. If you would like to propose changes or additions, click on the 'submit comment' button at the bottom of the page.
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	=== Traditional contract: post occupancy evaluation ===		=== Traditional contract: post occupancy evaluation ===
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	'''A. Appointing consultants.'''		'''A. Appointing consultants.'''
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−

	#Post occupancy evaluations may be carried out by an in-house team, or by members of the consultant team or independent client advisers (we attribute them below to a consultant for simplicity of presentation). However, as post occupancy evaluation is likely to take place after the main construction contract has been completed, consultant team appointments may also be completed unless post occupation services were a specific requirement of the original appointments. If such services were not a requirement of the original appointments then new appointments or re-appointments may be necessary. Go to work stage: Traditional contract: appointment.		#Post occupancy evaluations may be carried out by an in-house team, or by members of the consultant team or independent client advisers (we attribute them below to a consultant for simplicity of presentation). However, as post occupancy evaluation is likely to take place after the main construction contract has been completed, consultant team appointments may also be completed unless post occupation services were a specific requirement of the original appointments. If such services were not a requirement of the original appointments then new appointments or re-appointments may be necessary. Go to work stage: Traditional contract: appointment.
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	NB A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage)		NB A post project review may commence during the defects liability period. Its purpose is to evaluate the project delivery process rather than to assess performance in use (which is assessed later in this stage)
−
−

	#The consultant and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the stage. The client issues relevant information that may have been compiled during the design and construction phases to the consultant.		#The consultant and client hold a start-up meeting to confirm the scope of evaluation required and agree the reporting procedures and programme for the stage. The client issues relevant information that may have been compiled during the design and construction phases to the consultant.
	#The consultant makes site visits to identify any issues that need to be addressed immediately.		#The consultant makes site visits to identify any issues that need to be addressed immediately.
	#The consultant may establish a help-desk and rapid response team if this has not already been done by the client.		#The consultant may establish a help-desk and rapid response team if this has not already been done by the client.
−	#The consultant monitors completion of the building owner's manual if this has not already been completed and ensures that other project documentation has been properly completed and handed over to the client (see handover to the client).	+	#The consultant monitors completion of the building owner's manual if this has not already been completed and ensures that other project documentation has been properly completed and handed over to the client (see handover to the client).
	#The consultant obtains the views of contractors, designers, suppliers and the client about how well the project was managed. This may include assessments of: the quality of briefing documents; the effectiveness of communications; the performance of the entire project team; quality issues; health and safety issues; certification; variations; claims disputes; and collaborative practices.		#The consultant obtains the views of contractors, designers, suppliers and the client about how well the project was managed. This may include assessments of: the quality of briefing documents; the effectiveness of communications; the performance of the entire project team; quality issues; health and safety issues; certification; variations; claims disputes; and collaborative practices.
	#The consultant considers how well the delivery of the project performed against key performance indicators.		#The consultant considers how well the delivery of the project performed against key performance indicators.
	#The consultant evaluates what lessons can be learned from the approach taken.		#The consultant evaluates what lessons can be learned from the approach taken.
	#The consultant prepares an assessment and lessons learned report for the client.		#The consultant prepares an assessment and lessons learned report for the client.
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−

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	NB Performance in use assessments cannot begin until at least 6 to 12 months after occupation (operations may not be properly established, and the building will not have operated in all seasons) and then may be part of a continuous process.		NB Performance in use assessments cannot begin until at least 6 to 12 months after occupation (operations may not be properly established, and the building will not have operated in all seasons) and then may be part of a continuous process.
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−

	#The consultant and client hold a start-up meeting to confirm the scope of the evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled to the consultant.		#The consultant and client hold a start-up meeting to confirm the scope of the evaluation required and agree the reporting procedures and programme for the assessment. The client issues relevant information that may have been compiled to the consultant.
−
−

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	'''D. The consultant carries out evaluations of business objectives, which may include:'''		'''D. The consultant carries out evaluations of business objectives, which may include:'''
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−

	#The achievement of business case objectives.		#The achievement of business case objectives.
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	#The resilience of the development and business to change.		#The resilience of the development and business to change.
	#Business and user satisfaction (including staff and user retention and motivation).		#Business and user satisfaction (including staff and user retention and motivation).
−
−

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	'''E. The consultant carries out evaluations of the design, which may include:'''		'''E. The consultant carries out evaluations of the design, which may include:'''
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−

	#The effectiveness of the space planning.		#The effectiveness of the space planning.
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	#An assessment of whether the development is being operated as designed.		#An assessment of whether the development is being operated as designed.
	#Environmental and energy consumption in use. NB Regular evaluation of energy consumption is mandatory for certain types of buildings under the Energy Performance of Buildings (Certificates and Inspections) (England and Wales) Regulations). See the article on energy certificates for more information.		#Environmental and energy consumption in use. NB Regular evaluation of energy consumption is mandatory for certain types of buildings under the Energy Performance of Buildings (Certificates and Inspections) (England and Wales) Regulations). See the article on energy certificates for more information.
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	'''F. The consultant prepares a report that:'''		'''F. The consultant prepares a report that:'''
−
−

	#Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).		#Compares their findings to the original targets set out in business case (the original targets may need to be updated to reflect changes to the project brief during the design process, inflation etc).
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	NB other services that could be provided by consultants during this period might include: providing advice on letting, rating, maintenance, energy consumption, insurance, tenants queries, facilities management, the production of energy performance certificates, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.		NB other services that could be provided by consultants during this period might include: providing advice on letting, rating, maintenance, energy consumption, insurance, tenants queries, facilities management, the production of energy performance certificates, BREEAM assessments, the preparation of tender documents for maintenance and operation contracts and so on.
−
−

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